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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1326
Spirit of America Management Corp
New York
$315K – – –
SVWAG
1327
Sound View Wealth Advisors Group
Georgia
$315K +$26.9K +130 +8%
EFG
1328
Everhart Financial Group
Ohio
$315K -$58.6K -283 -14%
CCA
1329
Corps Capital Advisors
Texas
$315K +$355K +1,715 New
JWM
1330
Jeppson Wealth Management
California
$314K – – –
SSG
1331
Summit Securities Group
New York
$312K +$352K +1,700 New
BB
1332
Berkshire Bank
Massachusetts
$309K -$1.85M -8,921 -84%
FBB
1333
Fulton Breakefield Broenniman
Maryland
$308K -$20.7K -100 -6%
BA
1334
BCM Advisors
Louisiana
$308K -$1.66K -8 -0.5%
CI
1335
CX Institutional
Indiana
$307K -$53.3K -257 -13%
SPL
1336
Smart Portfolios LLC
Washington
$307K -$62.2K -300 -15%
ICA
1337
Infrastructure Capital Advisors
New York
$307K +$15.7K +76 +5%
ZB
1338
Zions Bancorporation
Utah
$306K -$15.1K -73 -4%
MCM
1339
Manchester Capital Management
Vermont
$306K -$2.49K -12 -0.7%
LP
1340
LGL Partners
Pennsylvania
$305K +$2.49K +12 +0.7%
VCM
1341
Violich Capital Management
California
$303K – – –
DP
1342
Dearborn Partners
Illinois
$302K +$1.45K +7 +0.4%
CWM
1343
Cornerstone Wealth Management
Missouri
$301K +$7.25K +35 +2%
AWA
1344
Arkadios Wealth Advisors
Georgia
$298K -$22.8K -110 -6%
CP
1345
Canopy Partners
Ohio
$298K -$46.6K -225 -12%
KWM
1346
KFG Wealth Management
Indiana
$294K +$57.2K +276 +21%
PCM
1347
Palisade Capital Management
New Jersey
$293K – – –
HKAM
1348
Horizon Kinetics Asset Management
New York
$293K +$8.29K +40 +3%
QCIG
1349
Quad-Cities Investment Group
Iowa
$292K +$18.4K +89 +6%
TPI
1350
Trust Point Inc
Wisconsin
$292K +$30.3K +146 +10%
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